We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF

886 hedge funds and large institutions have $8.95B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 238 increasing their positions, 308 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $7.32M | Put options by funds: $1.85M

185% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 48

9% more funds holding

Funds holding: 811886 (+75)

8% more capital invested

Capital invested by funds: $8.3B → $8.95B (+$647M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

0.23% more ownership

Funds ownership: 75.86%76.09% (+0.23%)

23% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 308

Holders
886
Holders Change
+75
Holders Change %
+9.25%
% of All Funds
14.24%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.51%
New
137
Increased
238
Reduced
308
Closed
48
Calls
$7.32M
Puts
$1.85M
Net Calls
+$5.47M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
901
Zacks Investment Management
Illinois
-$290K -3,693 Closed
HCM
902
HMS Capital Management
Tennessee
-$265K -3,377 Closed
DDC
903
DF Dent & Co
Maryland
-$259K -3,300 Closed
KIG
904
Kowal Investment Group
Wisconsin
-$243K -3,095 Closed
BFA
905
BMS Financial Advisors
South Dakota
-$235K -2,998 Closed
AWM
906
Apollon Wealth Management
South Carolina
-$234K -2,987 Closed
LC
907
LCNB Corp
Ohio
-$232K -2,960 Closed
PCA
908
Pallas Capital Advisors
Massachusetts
-$237K -2,907 Closed
VCP
909
Vista Capital Partners
Oregon
-$224K -2,852 Closed
FF
910
Fluent Financial
Texas
-$217K -2,764 Closed
IA
911
IFG Advisory
Georgia
-$214K -2,739 Closed
1WM
912
1900 Wealth Management
Texas
-$215K -2,737 Closed
DAS
913
Dynamic Advisor Solutions
Arizona
-$207K -2,638 Closed
AWE
914
Avidian Wealth Enterprises
Texas
-$205K -2,610 Closed
HWM
915
HB Wealth Management
Georgia
-$202K -2,573 Closed
IP
916
Ignite Planners
California
-$202K -2,506 Closed
WB
917
West Bancorporation
Iowa
-$179K -2,281 Closed
HGERS
918
Householder Group Estate & Retirement Specialist
Arizona
-$106K -1,351 Closed
EIP
919
Ellis Investment Partners
Pennsylvania
-$47K -603 Closed
MAM
920
Meeder Asset Management
Ohio
-$33K -419 Closed
HI
921
Hudock Inc
Pennsylvania
-$21K -277 Closed
GWSG
922
GPS Wealth Strategies Group
Colorado
-$17K -222 Closed
GEA
923
Glen Eagle Advisors
New Jersey
-$16.6K -212 Closed
GIA
924
Goodwin Investment Advisory
Georgia
-$16K -205 Closed
RP
925
Rice Partnership
Hawaii
-$15K -188 Closed

IWP Hedge Fund Activity: Q4 2022 in Review

886 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2022, worth a combined $8.95B — up 7.8% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new IWP positions and 48 closed out — a net gain of 89 holders — while 238 added to existing stakes and 308 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 886 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2022, up from 811 in Q3 2022.
  • Funds reported $8.95B of iShares Russell Mid-Cap Growth ETF stock for Q4 2022, up 7.8% quarter-over-quarter.
  • 137 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2022 and 48 closed out, a net change of +89 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2022 was Bank of America, an estimated $46.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2022 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.